Latest Institutional Transactions on Permian Basin Royalty Trust (PBT)
This table provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 75.38% |
$381K - $575K
|
71.1K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.06K+ 16.22% |
$13.2K - $19.9K
|
7.58K
$155K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.66K+ 16.51% |
$58.1K - $87.7K
|
32.9K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 22.75% |
$14.7K - $22.2K
|
4K
$81.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45New |
$561 - $847
|
45
$920
|
|
|
Nov 03, 2025
Q3 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
18.9K+ 160.84% |
$236K - $356K
|
30.7K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
129New |
$1.61K - $2.43K
|
129
$2.64K
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.43K+ 9.62% |
$92.5K - $140K
|
84.6K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-465K- 32.08% |
$5.79M - $8.76M
|
985K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-1.1K- 0.36% |
$13.7K - $20.6K
|
307K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$18.7K - $28.2K
|
1.5K
$30.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 9.35% |
$310K - $468K
|
291K
$5.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-109- 24.66% |
$1.36K - $2.05K
|
333
$6.81K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 100.0% |
$1.25K - $1.88K
|
200
$4.09K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$2.49K - $3.77K
|
200
$4.09K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$312 - $471
|
25
$511
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-750- 0.12% |
$9.35K - $14.1K
|
643K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
38.3K+ 4.33% |
$477K - $721K
|
922K
$18.9M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 19.29% |
$9.14K - $12.9K
|
6.41K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-57.3K- 86.24% |
$505K - $714K
|
9.14K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$1.76K - $2.49K
|
200
$4.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
71KNew |
$626K - $885K
|
71K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1KNew |
$8.81K - $12.5K
|
1K
$20.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$139K - $196K
|
15.7K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$164K - $232K
|
18.6K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.1KNew |
$133K - $188K
|
15.1K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-62.9K- 50.0% |
$554K - $784K
|
62.9K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
300New |
$2.64K - $3.74K
|
300
$6.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.3K- 3.91% |
$11.5K - $16.2K
|
31.9K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
142New |
$1.25K - $1.77K
|
142
$2.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94K+ 4701.05% |
$828K - $1.17M
|
96K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10KNew |
$88.1K - $125K
|
10K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
405+ 3.38% |
$3.57K - $5.05K
|
12.4K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4- 1.02% |
$35.2 - $49.8
|
389
$7.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
437New |
$3.85K - $5.45K
|
437
$8.93K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-402- 2.21% |
$3.54K - $5.01K
|
17.8K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$1.6K - $2.27K
|
182
$3.72K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$159 - $224
|
18
$368
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.0% |
$17.6 - $24.9
|
59.2K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
BUY
|
CALL |
8KNew |
$70.5K - $99.7K
|
8K
$164K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$881 - $1.25K
|
100
$2.04K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$214K - $269K
|
22.1K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.06K+ 16.03% |
$29.6K - $37.2K
|
22.1K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1KNew |
$9.67K - $12.2K
|
1K
$20.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5K+ 25.0% |
$48.4K - $60.8K
|
25K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
23.7K+ 105.08% |
$229K - $288K
|
46.3K
$946K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 1.86% |
$2.77K - $3.47K
|
15.7K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$10.4K
|
|